Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,824 | $112,933-80.7% | $90,970-76.0% | $158,982-86.3% |
| Participation rate | 86.7% | 74.7%+11.9pp | 69.0%+17.7pp | 82.0%+4.7pp |
| Annual return | 19.71% | 215.82%-196.1pp | 134.60%-114.9pp | 302.99%-283.3pp |
| Employer contribution / active EE | $1,591 | $2,893-45.0% | $2,122-25.0% | $4,763-66.6% |
| Participant deferral / active EE | $3,054 | $4,128-26.0% | $3,373-9.5% | $5,983-49.0% |
| Admin fee / account holder | $723 | $8,047-91.0% | $5,961-87.9% | $11,252-93.6% |